Owner CRM Beta Milestone, Multi-Approval for Bills, and Leasing Workflow Fixes
Multi-Approval for Bills, a major Owner CRM milestone, AI Agent (Beta) and a sweeping set of leasing workflow fixes.
This train carries one of our largest Owner CRM pushes to date—moving the product from Alpha toward Beta with end-to-end portfolio onboarding, pre-qualification forms, RentSign integration, auto-save, and lifecycle automation.
On the accounting side, bills can now be routed through multiple approvers with configurable auto-approval thresholds. A large batch of renewal workflow fixes rounds out the release, addressing bulk actions, filter persistence, and deletion errors across the pipeline.
Biggest Value in This Release
1) Owner CRM: Alpha → Beta Milestone
The Owner CRM receives over 20 improvements in this release, marking the transition from Alpha to Beta. The biggest additions include:
- End-to-end portfolio onboarding — clicking "Onboard" now creates the portfolio, migrates all owners and properties into Rentvine, associates custom fields, and sets up payment info automatically.
- Pre-qualification forms with dynamic field support, auto-save for in-progress forms, and PDF generation for legal record-keeping.
- RentSign integration — document signing is now connected directly within the CRM onboarding flow for both PM and owner portal views.
- Owner portal onboarding experience — new onboarding checklist with progress indicator, a property map view, and "Pick up where you left off" resume functionality so owners never lose their place.
- Lead management improvements — new lead source tracking, optional phone numbers for faster lead capture, cascade archive for parent/child owner leads, and auto-archive for leads inactive 30+ days.
This collectively moves the Owner CRM from an internal prototype to a functional onboarding pipeline.
2) Multiple Approvers on Bills
Bills can now be routed through multiple approvers and auto-approved below configurable thresholds. Teams with tiered approval structures no longer have to work around a single-approver limitation. Auto-approval rules let low-dollar bills flow through without manual intervention, while high-value bills can require sign-off from master approvers
Enhancements
- Added Multi-Approval and Auto-Approval for Bills — configure auto-approval thresholds, require multiple approvers, and set master approval rules for high-value bills.
- Added a toggle on application templates to require Plaid income verification — behind a feature flag, this prevents applicants from skipping the Plaid flow. Targeted initially at large PM accounts that weren't using Plaid services because applicants could bypass it.
- MSI RV Admin TLL Enrollment Report now includes Master ID / Certificate ID columns and supports search.
Owner CRM (Alpha → Beta)
This release includes a significant set of improvements to the Owner CRM, pushing it from Alpha toward Beta. Over 20 items were delivered across the CRM team:
- Built end-to-end portfolio onboarding — creates portfolio, adds owners, properties, custom fields, and payment info in one action.
- Added pre-qualification form backend with dynamic form support and auto-save so owners and PMs never lose progress.
- Integrated RentSign with the CRM UI for document signing workflows in both the PM and owner views.
- Implemented actual document handling in the CRM Owner Portal, replacing mock data with real document statuses.
- Added backend endpoints for the CRM Owner Portal.
- Added owner onboarding map and "Pick up where you left off" resume functionality.
- Added onboarding checklist with progress indicator for the owner portal.
- Added lead summary section with progress bar to the lead profile view.
- Added new lead source dropdown for manual lead entry to support analytics.
- Made phone number optional when adding new leads (backend and frontend).
- Added loading indicator on pre-qual form submission.
- Added auto-archive for leads inactive for 30+ days.
- Added cascade archive — archiving a parent owner lead now archives all child owners.
- Finalized custom and additional field saving for proper data migration during onboarding.
- Added "Desired Rent" standard field to the pre-qual property questions (required for property creation).
- Added onboarded date tracking for portfolio onboarding.
- Generated and saved PDFs for owner leads (pre-qual form and property details) for legal/dispute records.
- Fixed the "Continue" button on duplicate lead warning not creating the lead.
Fixes
- Fixed Portfolio Balance Notices sending incorrect $0.00 notices to owners.
- Fixed Bulk Action "Mark To Move Out" not removing leases from the renewal flow (resolved in two parts).
- Fixed an issue where deleting a lease renewal in the lease object returned errors.
- Fixed lease-level renewal deletion via the legacy flow returning an "Invalid input" error.
- Fixed renewal filters not clearing when switching between tabs in the renewals list view.
- Fixed reconciliation page transactions not linking to the correct transaction in the system.
- Fixed font changes not saving in the Rentsign template builder.
- Fixed an issue where invoices failed to display in the Owner Portal (UI-only fix).
- Fixed a work order bug (Hotfix) where selecting a vendor was deleting all previously entered work order information.
- Fixed in the new Internal Maintenance Calendar, the label of the main CTA in the maintenance work order modal. Changing it from 'Schedule' button to 'Reschedule' and it now directs users to the reschedule modal for clarity.
- Fixed recurring lease charge validation to catch non-future dates before they generate Sentry exceptions (~20k/month).
- Fixed Trellis Tabs (TabsCompound) component behavior.
- Fixed Trellis DatePickerField slash input handling.
